About ZipBooks

ZipBooks is a cloud-based accounting and payment processing solution designed for small businesses and accountants. ZipBooks allows users to create customized invoices with logos, themes and messages. The online bookkeeping functionality of the software includes accounts receivable and bank reconciliation. With the help of bank integration, the system automatically imports transactions and generates real-time reports of company expenses. ZipBooks offers project management tools that allow users to create tasks, assign them to team members and track performance with a built-in time-tracker. ZipBooks Accountants can text their clients directly from the app for streamlined communication and reconciliation. ZipBooks Starter plan is completely free. Add-ons include payroll integration, reputation management and bookkeeping services.
What is ZipBooks?

ZipBooks is a free online accounting and invoicing software with bank connections, expense management, time tracking and team management functionality.


How do I use ZipBooks?

Log in through the ZipBooks website and connect your Square, PayPal or Stripe account to sync transactions and allow customers to pay their invoices. Then you can create and send invoices, manage bank reconciliations, track billable time and generate financial reports.


Who uses ZipBooks?

ZipBooks is used by individuals and teams in small to medium-sized businesses to manage invoicing and accounting, and by accountants to manage clients and track time across different client accounts.


How much does ZipBooks cost?

ZipBooks is available as a free Starter app for sending invoices and managing an unlimited number of customers and vendors, but also offers 2 paid team plans which are billed monthly. The Smarter plan costs $15/month and allows the addition of up to 5 team members, plus time tracking, invoice scheduling and automated reminders. The Sophisticated plan costs $35/month for unlimited team members, secure document sharing, customizable accounting categories and multi-account reconciliation. Custom pricing is available for Accountants on request from ZipBooks.


Does ZipBooks have an app?

No, ZipBooks does not have a mobile app, however it does offer a mobile-optimized browser experience.


ZipBooks Software - ZipBooks Dashboard
ZipBooks Software - ZipBooks Transactions
ZipBooks Software - ZipBooks Invoicing
ZipBooks Software - ZipBooks Accountant Messages
ZipBooks Software - ZipBooks Dashboard - thumbnail
ZipBooks Software - ZipBooks Transactions - thumbnail
ZipBooks Software - ZipBooks Invoicing - thumbnail
ZipBooks Software - ZipBooks Accountant Messages - thumbnail

ZipBooks pricing

ZipBooks has a free version and offers a free trial.

Starting Price:
Not provided by vendor
Free Version:
Yes
Free trial:
Yes

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ZipBooks Reviews

Feature rating

Value for Money
4.5
Functionality
4.3
Ease of Use
4.6
Customer Support
4.6
5 reviews of 100 View all reviews
Jack
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 16/3/2018

A great invoicing and accounting solution for small agencies and freelancers

A highly functional and easy-to-use platform for client invoicing and accounting.

Pros

Zipbooks is a phenomenal tool for invoicing and billing clients. As a digital agency, our team does all of our estimating, invoicing, billing, time tracking and accounting through Zipbooks, and it's been a great experience. The platform has seen continuous improvement throughout 2017 and 2018, so I have a lot of confidence that we'll continue to run our business through Zipbooks.

Cons

The slick interface comes to be a burden when reconciling transactions - if you're not an accountant by trade, it can be easy to make a mistake and have difficulty correcting it due to the streamlined presentation. After struggling with this, I've been able to refine my reporting process to work well with Zipbooks.

The project management tool/time tracking was a bit weak but it is getting better and I'm happy to see the service improve.

I would also like to see support for signing contracts/agreements for related invoices.

Mike
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 18/12/2017

Great software with outstanding technical support

Pros

The software itself is fairly straightforward and easy to use, although for someone who doesn't know accounting that well it sometimes can be slightly confusing. What is really great though is that their support team is very knowledgeable and can not only help solve technical issues but can also help explain what their software means to you from an accounting standpoint.

Invoicing is simple and easy to use, integration to bank and credit card accounts continues to improve, and they continue to enhance the set of reports available to help you understand how your business is doing.

Cons

It's fairly minor stuff - the graph on the main page of the application assumes you are using accrual basis accounting, and that ends up misrepresenting the numbers you see if you are using cash basis accounting. I also don't like that I can define that my business uses cash basis but the reports always default to accrual.

It would be nice to understand how the business health score is calculated, as mine continues to decrease despite the fact that I thought my business was continuing to improve.

MICHAEL
  • Industry: Retail
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
1
Features
5
Ease of Use
5
Customer Support
1

1
Reviewed on 21/6/2017

Was GREAT, Recently VERY DISAPPOINTED

Easy to use, you just cant get your money

Pros

Easy to use, no frills, perfect for small business. Makes the daily chore of bookkeeping fairly easy.

Cons

CAN"T GET YOUR PAYMENTS!!! this is the second time that my payments are not posting to my account. Customer service is responsive, but point the finger at their processor. that does not get me paid. My customers orders have been delayed because of a ZIPBOOKS issue. I have been waiting for my payments to be released for now in 12 days. This is completely unacceptable. They used to be completely free now they want you to upgrade and pay a monthly fee to use the advanced services, but suddenly can't process payments in a timely manner, or in my case at all. Just something to think about before you start using this service. If you NEED to get paid, might want to find another service.

Alex
  • Industry: Design
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

4
Reviewed on 5/3/2019

Clean, powerful bookkeeping software

ZipBooks is perfect for my small business, though they have options for expansion (payroll, etc.)

I have had no major complaints so far and I think the platform is a great option if you're new to bookkeeping or experienced and want an alternative to some of the other major competitors.

Pros

ZipBooks has a very clean interface. All the data is so clear. It's a fast platform and it's easy to navigate. All the backend is there too if you're an experienced bookkeeper looking for flexibility.

Cons

The mobile app has a few bugs that are very obvious. Incorrect account balances and poor sorting of time tracking 'jobs.' Some of these bugs have been ongoing since I signed up, and a few have been fixed. I hope they keep improving the app.

Verified Reviewer
  • Industry: Computer Software
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Features
5
Ease of Use
4
Customer Support
5

5
Reviewed on 20/2/2019

Zipbooks for personal/business accounting

I have used many other book keeping softwares during the past 5-6 years for my personal / business use. But Zip books is the easiest tool among all those solutions. Ease of use, Features, Mobile app view are some of the features that i like the most

Pros

Time Tracking and generate invoices for those times for a particulate project is once of the greatest feature that zip books has. Other than that it would be very cost efficient and also very easy for a business to use this solution for there book keeping. Support team is really quick and helpful on the support queries.

This is a all in one solution where you can handle accounts for multiple businesses easily.

Cons

Amount of restrictions that applied during the free tire is higher in count when this is compared with other solutions.

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